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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,403 | $24,618+137.2% | $71,585-18.4% | $82,637-29.3% |
| Participation rate | 17.1% | 68.2%-51.0pp | 68.2%-51.0pp | 68.1%-50.9pp |
| Annual return | 18.68% | 93.17%-74.5pp | 59.26%-40.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,100 | $852+29.1% | $1,669-34.1% | $2,552-56.9% |
| Participant deferral / active EE | $594 | $1,720-65.5% | $2,923-79.7% | $4,126-85.6% |
| Admin fee / account holder | $1,714 | $3,285-47.8% | $4,712-63.6% | $7,339-76.7% |